Atul Aggarwal

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies.

Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

Alvarez & Marsal Healthcare Industry Group LLC provides health care investment consulting services. The company was founded in 1983 and is headquartered in New York, NY.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Sun Capital Partners, Inc. (Sun Capital Partners) is a private equity firm founded in 1995 by Rodger R. Krouse and Marc J. Leder. The firm is headquartered in Boca Raton, Florida.

AlixPartners LLP engages in the provision of restructuring, consulting, and financial advisory services. It specializes in management consulting, strategic planning, corporate restructuring, go-to-market strategies, business growth and performance investments, and accelerated business transformation. The company was founded by Jay Alix in 1981 and is headquartered in New York, NY.

Brown Harris Stevens Inc. provides real estate services. The firm offers both commercial and residential real estate services such as sales, rentals, management, leasing, appraisals, and corporate relocations. It also provides relocation services, commercial services, healthcare real estate, management services, and broker specialist programs. The company was founded in 1873 and is headquartered in New York, NY.

Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Merrill Lynch (Asia Pacific) Ltd. (Merrill Lynch-Asia Pacific) is the financial management subsidiary of Merrill Lynch HK Services, Ltd., ultimately owned by Bank of America Corp. (NYSE: BAC) in the US. Based in Hong Kong, the firm provides financial management and advisory services.

Moser Mayer Phoenix Associates PA provides architecture services. The private company is based in Greensboro, NC.

UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA.

New State Capital Partners LLC (New State Capital) is a private equity firm founded in 2013 by David Blechman. The firm is headquartered in Larchmont, New York.

Siemens Healthcare Diagnostics, Inc. engages in the vitro diagnostics. It provides healthcare professionals in hospital, reference, and physician office laboratories and point-of-care settings with the vital information required to accurately diagnose, treat, and monitor patients. The company is headquartered in Tarrytown, NY.

Francisco Partners Management LP (Francisco Partners) is a private equity firm founded in 1999 by Benjamin Ball, Dipanjan Deb, Neil Garfinkel, Sanford Robertson and David Stanton. The firm is headquartered in San Francisco and London.

Onyx Renewable Partners LP engages in renewable and environment services. The firm specializes in stage development capability and capital, partnerships and large acquisitions. The company was founded by Matthew Rosenblum and is headquartered in New York, NY.

Talkdesk, Inc. engages in the provision of browser-based call center software solution for small businesses. Its products include intelligent routing, reporting and analytics, workforce management, outbound dialer, voice analytics, quality management, omni channel, and agent productivity. The company was founded by Tiago Paiva and Cristina Fonseca in 2011 and is headquartered in San Francisco, CA.

Accordion Technologies LLC operates as a software platform that maximizes value creation in private equity-backed companies. It provides PE firms with a tech-enabled approach to value creation and a strategic, institutionalized, and collaborative way to manage investments from diligence through exit. The firm leverages the capital infusion to further scale the company; investing in a targeted and talent acquisition strategy focused on adding enterprise SaaS product leadership, sales and client success professionals. The company was founded by Nicholas V. Leopard and Jonathan D. Apter in 2019 and is headquartered in New York, NY.

PepsiCo International manufactures and markets snack foods and beverages. The company is headquartered in Purchase, NY.

White Plains Hospital Center provides healthcare services. The firm provides orthopedics, obstetrics and neonatology, cancer care and cardiology services. The company was founded in 1883 and is headquartered in White Plains, NY.